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ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$573M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,033
New
Increased
Reduced
Closed

Top Buys

1
+$7.01M
2
+$1.16M
3
+$800K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$494K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$483K

Top Sells

1
+$1.01M
2
+$918K
3
+$778K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$712K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$533K

Sector Composition

1 Energy 11.53%
2 Healthcare 3.02%
3 Industrials 2.88%
4 Technology 2.72%
5 Financials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
172
752
$1K ﹤0.01%
+19
753
$1K ﹤0.01%
40
754
$1K ﹤0.01%
76
755
$1K ﹤0.01%
35
-60
756
$1K ﹤0.01%
11
757
$1K ﹤0.01%
24
-19
758
$1K ﹤0.01%
56
759
$1K ﹤0.01%
32
760
$1K ﹤0.01%
11
-1,437
761
$1K ﹤0.01%
29
762
$1K ﹤0.01%
12
+1
763
$1K ﹤0.01%
90
764
$1K ﹤0.01%
95
+5
765
$1K ﹤0.01%
61
-396
766
$1K ﹤0.01%
36
767
$1K ﹤0.01%
13
-8
768
$1K ﹤0.01%
31
769
$1K ﹤0.01%
32
770
$1K ﹤0.01%
6
771
$1K ﹤0.01%
23
772
$1K ﹤0.01%
182
773
$1K ﹤0.01%
39
774
$1K ﹤0.01%
26
-42
775
$1K ﹤0.01%
15
-25
29 30
31
32 33